Vontobel Holding
XLF icon

Vontobel Holding’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vontobel Holding’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.2M Buy
1,826,977
+1,359,527
+291% +$70.8M 0.31% 70
2025
Q4 		$25.6M Sell
467,450
-7,634
-2% -$407K 0.08% 194
2025
Q3 		$25.6M Buy
475,084
+992
+0.2% +$52.6K 0.08% 175
2025
Q2 		$24.8M Sell
474,092
-11,256
-2% -$557K 0.08% 166
2025
Q1 		$24.2M Sell
485,348
-7,575
-2% -$380K 0.09% 152
2024
Q4 		$23.8M Buy
492,923
+33,981
+7% +$1.64M 0.08% 147
2024
Q3 		$20.8M Buy
458,942
+14,938
+3% +$652K 0.07% 165
2024
Q2 		$18.3M Sell
444,004
-5,534
-1% -$228K 0.06% 163
2024
Q1 		$18.9M Sell
449,538
-6,369
-1% -$251K 0.15% 148
2023
Q4 		$17.1M Sell
455,907
-7,007
-2% -$243K 0.14% 148
2023
Q3 		$15.4M Sell
462,914
-402
-0.1% -$13.9K 0.14% 156
2023
Q2 		$15.6M Buy
463,316
+3,070
+0.7% +$100K 0.14% 160
2023
Q1 		$14.8M Buy
460,246
+1,050
+0.2% +$36.5K 0.14% 161
2022
Q4 		$15.7M Sell
459,196
-6,515
-1% -$220K 0.16% 146
2022
Q3 		$14.1M Sell
465,711
-14,996
-3% -$496K 0.17% 138
2022
Q2 		$15.1M Sell
480,707
-6,601
-1% -$228K 0.16% 136
2022
Q1 		$18.7M Buy
487,308
+11,746
+2% +$459K 0.16% 132
2021
Q4 		$18.6M Buy
475,562
+96,621
+25% +$3.8M 0.15% 136
2021
Q3 		$14.2M Sell
378,941
-51,693
-12% -$1.93M 0.13% 146
2021
Q2 		$15.8M Buy
430,634
+1,350
+0.3% +$49.4K 0.14% 133
2021
Q1 		$14.6M Buy
429,284
+65,899
+18% +$2.12M 0.11% 130
2020
Q4 		$10.7M Buy
+363,385
New +$9.72M 0.07% 165

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding's XLF Position: Q1 2026 in Review

Vontobel Holding increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 291% in Q1 2026, buying an estimated $70.8M and bringing the position to 1,826,977 shares worth $90.2M. The position accounts for 0.31% of the portfolio, ranked #70.

Vontobel Holding first reported a position in XLF in Q4 2020 and has held it in 22 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Vontobel Holding held 1,826,977 shares of State Street Financial Select Sector SPDR ETF worth $90.2M as of Q1 2026.
  • Vontobel Holding bought 1,359,527 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $70.8M.
  • State Street Financial Select Sector SPDR ETF made up 0.31% of Vontobel Holding's portfolio in Q1 2026, its #70 holding.
  • Vontobel Holding first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.